IFP Advisors’s S&W Seed Co SANW Stock Holding History

IFP Advisors’s Portfolio SANW Stock Details SANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11	Closed	-$244	–	3514
2023 Q2	$244	Buy	+11	New	+$262	﹤0.01%	3294

Other funds holding SANW

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return

IFP Advisors's SANW Position: Q3 2023 in Review

IFP Advisors sold out of S&W Seed Co (SANW) in Q3 2023, closing a stake of 11 shares — an estimated $244 sold.

IFP Advisors first reported a position in SANW in Q2 2023 and held it in 1 quarter. The position peaked at $244 in Q2 2023. 32 funds tracked by Wall St. Rank hold SANW as of Q3 2023.

IFP Advisors reported no remaining S&W Seed Co position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 11 S&W Seed Co shares in Q3 2023, an estimated $244.
IFP Advisors first reported a position in S&W Seed Co in Q2 2023 and held it in 1 quarter.
IFP Advisors's S&W Seed Co position peaked at $244 in Q2 2023.
32 funds tracked by Wall St. Rank held S&W Seed Co as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.